The AAII Sacramento Chapter presents...

Finding a Stock Winner: First Step Screening

Discussed by:

Joe Lan, CFAAssistant Financial Analyst, AAII

While successful money managers may differ in their investing philosophy, a disciplined approach to selecting and pruning investments is a common characteristic. Joe Lan, assistant financial analyst at AAII, will show how computerized stock screening systems can be used to reduce a large universe of stocks into a manageable group of prospects that match your investment style. He will walk through the process of developing and implementing both a value and a growth screen using AAII’s Stock Investor Pro fundamental analysis database and screening program.

Attend This Meeting and Learn...

How to develop a screening strategy that fits with your horizon, risk tolerance, analytical skills and time

Computer Bernard Scoville, bscoville@pacbell.net Meetings are held on the third Thursday of each month. Location: SMUD Headquarters, 6301 S Street, Sacramento, in the Forest Room on the first floor. Time: 7:30 p.m.

The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.